Reviews for Security Financial Management

Mar 2024

I have been working with Dave Allen for my financial and investment planning. Dave and his team are very attentive to my needs and provide very sound advice. I highly recommend Dave and the SFM.
Feb 2023

I've been with them about 30years, and their service is outstanding.Mike's personal touch and concern in handling our accounts is exemplary and he is always helpful. I highly recommend using them and I trust them.
Feb 2023

My wife and I were introduced to Mike Allen a couple of years ago. Wish we have had the pleasure sooner. First class organization. Great communication, very detailed, very comfortable with Mike taking care of our portfolio. Highly recommend to anyone.

From Security Financial Management

For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we’re responsive, experienced and thorough. Like your own C.F.O. should be.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5